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iShares Core S&P Mid-Cap ETF

2,461 hedge funds and large institutions have $77.3B invested in iShares Core S&P Mid-Cap ETF in 2024 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 1,097 increasing their positions, 746 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

970% more call options, than puts

Call options by funds: $43.3M | Put options by funds: $4.04M

257% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 81

47% more repeat investments, than reductions

Existing positions increased: 1,097 | Existing positions reduced: 746

10% more funds holding in top 10

Funds holding in top 10: 353390 (+37)

10% more capital invested

Capital invested by funds: $70.5B → $77.3B (+$6.81B)

7% more funds holding

Funds holding: 2,3002,461 (+161)

1.03% more ownership

Funds ownership: 77.46%78.49% (+1%)

Holders
2,461
Holders Change
+161
Holders Change %
+7%
% of All Funds
32.42%
Holding in Top 10
390
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+10.48%
% of All Funds
5.14%
New
289
Increased
1,097
Reduced
746
Closed
81
Calls
$43.3M
Puts
$4.04M
Net Calls
+$39.2M
Net Calls Change
-$8.04M
Name Holding Trade Value Shares
Change
Change in
Stake
RWMG
1176
Redwood Wealth Management Group
New Jersey
$1.73M -$40.1K -625 -2%
PVAMC
1177
PPS&V Asset Management Consultants
Michigan
$1.73M -$21.2K -330 -1%
SS
1178
Sunbelt Securities
Texas
$1.72M +$259K +4,044 +17%
CBB
1179
Citizens Business Bank
California
$1.72M -$871K -13,584 -50%
DWP
1180
Daymark Wealth Partners
Ohio
$1.71M -$43.9K -684 -2%
GWA
1181
GGM Wealth Advisors
Maryland
$1.7M +$22.6K +352 +1%
TFF
1182
The Family Firm
Maryland
$1.7M +$6.73K +105 +0.4%
WA
1183
WP Advisors
California
$1.69M +$7.44K +116 +0.4%
CFG
1184
Cooper Financial Group
California
$1.69M -$63K -983 -3%
FCB
1185
First County Bank
Connecticut
$1.68M -$30.8K -480 -2%
CD
1186
Chapin Davis
Maryland
$1.68M
CIS
1187
Connors Investor Services
Pennsylvania
$1.68M +$7.05K +110 +0.4%
V
1188
VeraBank
Texas
$1.67M -$120K -1,867 -7%
NC
1189
Napatree Capital
Rhode Island
$1.67M +$940K +14,651 +121%
KLCM
1190
KG&L Capital Management
Louisiana
$1.66M +$45.3K +707 +3%
MMHP
1191
Murphy Middleton Hinkle & Parker
Georgia
$1.66M -$6.73K -105 -0.4%
OWA
1192
One Wealth Advisors
California
$1.66M -$31K -483 -2%
FWA
1193
FSC Wealth Advisors
New York
$1.65M +$342K +5,338 +25%
NP
1194
NorthRock Partners
Minnesota
$1.65M -$167K -2,604 -9%
S
1195
Sunpointe
Missouri
$1.65M +$480K +7,481 +39%
ANB
1196
Amarillo National Bank
Texas
$1.65M -$77.5K -1,209 -4%
CFG
1197
Cosner Financial Group
Colorado
$1.65M
JWBC
1198
John W. Brooker & Co
California
$1.65M +$99.8K +1,556 +6%
EAM
1199
Empirical Asset Management
Massachusetts
$1.64M +$27.9M +434,263 +2,457%
AIP
1200
Alexis Investment Partners
Texas
$1.63M +$1.68M +26,200 New

IJH Hedge Fund Activity: Q4 2024 in Review

2,461 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Core S&P Mid-Cap ETF (IJH) for Q4 2024, worth a combined $77.3B — up 9.7% from $70.5B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new IJH positions and 81 closed out — a net gain of 208 holders — while 1,097 added to existing stakes and 746 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $413M. The largest seller was Balyasny Asset Management, cutting an estimated $167M.

  • 2,461 institutional investors held iShares Core S&P Mid-Cap ETF (IJH) as of Q4 2024, up from 2,300 in Q3 2024.
  • Funds reported $77.3B of iShares Core S&P Mid-Cap ETF stock for Q4 2024, up 9.7% quarter-over-quarter.
  • 289 funds opened new iShares Core S&P Mid-Cap ETF positions in Q4 2024 and 81 closed out, a net change of +208 holders.
  • The largest iShares Core S&P Mid-Cap ETF buyer in Q4 2024 was Goldman Sachs, an estimated $413M added.
  • The largest iShares Core S&P Mid-Cap ETF seller in Q4 2024 was Balyasny Asset Management, an estimated $167M sold.

Based on aggregated 13F filings for Q4 2024.